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<2026> Global LIB Production Line Expansion Outlook (~2035) DB​​ 01   Report Overview Only 74% of Announced Plans Become Effective Supply Global lithium-ion battery design capacity (Design Capa) is forecast to reach 9,787.3GWh in 2035, 2.38 times the 2025 level of 4,106.5GWh. Most of the growth comes early: 5,012GWh is added in 2026-2030, against just 669GWh in 2031-2035. The 2026-2030 additions represent roughly USD 305.7 billion of investment (estimate).&nb

2026.10.30

<2026> Global LIB Production Line Expansion Outlook (~2035)Only 74% of Announced Plans Become Effective SupplyGlobal lithium-ion battery design capacity (Design Capa) is forecast to reach 9,787.3GWh in 2035, 2.38 times the 2025 level of 4,106.5GWh. Most of the growth comes early: 5,012GWh is added in 2026-2030, against just 669GWh in 2031-2035. The 2026-2030 additions represent roughly USD 305.7 billion of investment (estimate).Not every announced plan will be built. After adjusting for th

2026.10.30

<2026> Global LIB Mid/Long-term Outlook by Application (~2035) DB A growing number of industries are adopting lithium-ion batteries (LIBs). In the electric vehicle market, which has drawn considerable attention, Tesla and other automakers are moving ahead with the mass production and adoption of 46 mm cylindrical LIBs. Meanwhile, the rapid expansion of AI has driven a sharp increase in demand for LIBs used in energy storage systems (ESS) to support the power supply required by data ce

2026.10.26

<2026> Global LIB Mid/Long-term Outlook by Application (~2035) A growing range of industries is adopting lithium-ion batteries (LIBs). In the electric vehicle market, Tesla and other manufacturers are advancing the mass production and deployment of 46 mm-diameter cylindrical LIBs. The rapid growth of artificial intelligence (AI) has also driven a surge in demand for LIBs used in energy storage systems (ESS) to support the power supply needed for AI infrastructure.Among other small LIB

2026.10.26

〈2026〉 China Hydrogen Industry Outlook: Market Transition and Growth Opportunities Through 2040 (Also Available in Chinese)Driven by its carbon neutrality goals and the 15th Five-Year Plan (2026–2030), China’s hydrogen industry is moving beyond technology demonstration toward demand-driven scale-up.  While the first round of fuel cell electric vehicle (FCEV) demonstration city clusters in 2021–2025 focused on vehicle deployment and commercialization, policy priorities fr

2026.10.19

Batteries are critical components in electric vehicles and ESS in terms of their share of total cost, their role in determining performance, and safety. The four key battery materials are cathode materials, anode materials, electrolytes and separators. Both electrodes use current collectors to collect and conduct electrons. Copper foil is generally used for the anode and aluminum foil for the cathode. This report provides a detailed review of copper foil, particularly battery copper foil,

2026.10.02

Anode-free (anodeless) batteries contain no anode active material, such as graphite, Si, or Li metal foil, at cell manufacture. During the initial charge, Li⁺ from the cathode deposits on a current collector, such as Cu, to form a metallic Li anode. Eliminating the mass and volume occupied by a conventional anode enables higher Wh/kg and Wh/L than conventional lithium-ion batteries. Anode-free batteries are therefore attracting attention as next-generation batteries for EVs, eVTOL/UAM ai

2026.09.22

<2026. 2H> Global EV Market and Battery Supply-Demand Outlook (~2035)_DB01   Report Overview Global EV and Battery Market: Slower Growth and a Shifting Supply-Demand Structure The global EV market is diverging more sharply by region in 2026, as growth slows in the US and China while Europe, Asia and emerging markets expand. Passenger EV sales are forecast to grow 7% year on year in 2026, regain momentum from 2027, and reach 37.04 million units in 2030 and 56.46 m

2026.09.15

R E P O R T <2026. 2H> Global EV Market and Battery Supply-Demand Outlook (~2035)01   Report OverviewGlobal EV and Battery Market: Slower Growth and a Shifting Supply-Demand Structure The global EV market is diverging more sharply by region in 2026, as growth slows in the US and China while Europe, Asia and emerging markets expand. Passenger EV sales are forecast to grow 7% year on year in 2026, regain momentum from 2027, and reach 37.04 million units in 2030 and 56.4

2026.09.15

[2026] LFP/LMFP Cathode Process Technology Trends and Major Manufacturers  As the electric vehicle and ESS markets expand, LFP is evolving into a cathode material that must combine cost competitiveness with higher density, improved performance and stable mass production. The focus of competition is therefore rapidly shifting beyond material composition to optimization across the manufacturing process—including FP precursor design, particle size control, calcination, carbon coat

2026.09.08